SS&C Technologies Holdings, a global provider of financial services software and software-enabled services, reports the successful go-live implementation of Global Wealth Platform (GWP), which it describes as the next evolution of investment platforms, at Smead Capital Management (Smead).
To meet both internal risk and external compliance requirements, Smead wanted to further automate their operational infrastructure, simply and cost-effectively. To achieve this, they needed to implement a single, web-based platform which included electronic order routing via FIX to enable the company’s growth and ability to react to market changes. They also needed to spend less time on manual tasks such as monitoring and managing custodial data feeds. GWP’s modern cloud capabilities including mobile access combined with the industry’s most comprehensive data transformation and delivery services made Smead’s decision an easy one.
“With this deployment we are running the core operational processes, accessible by all of our staff and managing $2.2 billion in assets,” said Lisa Martin, chief operating officer and chief financial officer, Smead Capital. “The speed, scale and flexibility of this deployment proved that SS&C was the right choice to support strategic growth plans and improve operational efficiency. In addition, SS&C’s integrated end-to-end platform from pre-trade compliance, FIX connectivity, portfolio management to outsourced data transformation and delivery services ensures we are able to consistently focus and deliver exceptional service to our clients.”